Perigon Wealth Management
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Perigon Wealth Management’s United Airlines UAL Stock Holding History

Perigon Wealth Management’s Portfolio UAL Stock Details UAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$608K Buy
5,478
+313
+6% +$36.9K 0.01% 804
2026
Q2 		$702K Buy
5,165
+592
+13% +$61.3K 0.01% 727
2026
Q1 		$421K Sell
4,573
-902
-16% -$94.5K 0.01% 882
2025
Q4 		$612K Buy
5,475
+918
+20% +$92.8K 0.01% 698
2025
Q3 		$440K Buy
4,557
+817
+22% +$78.6K 0.01% 788
2025
Q2 		$298K Buy
3,740
+228
+6% +$16.8K 0.01% 841
2025
Q1 		$243K Sell
3,512
-7,402
-68% -$699K 0.01% 890
2024
Q4 		$1.16M Buy
+10,914
New +$923K 0.03% 415
2021
Q1 		– Sell
-1,573
Closed -$68K – 1000
2020
Q4 		$68K Buy
+1,573
New +$63.6K 0.01% 651
2018
Q2 		– Sell
-1,470
Closed -$102K – 565
2018
Q1 		$102K Hold
1,470
– – 0.04% 229
2017
Q4 		$99K Hold
1,470
– – 0.04% 200
2017
Q3 		$89K Hold
1,470
– – 0.03% 269
2017
Q2 		$111K Hold
1,470
– – 0.02% 294
2017
Q1 		$104K Hold
1,470
– – 0.02% 299
2016
Q4 		$111K Hold
1,470
– – 0.02% 278
2016
Q3 		$77K Hold
1,470
– – 0.02% 264
2016
Q2 		$60K Buy
1,470
+120
+9% +$5.68K 0.02% 263
2016
Q1 		$81K Buy
+1,350
New +$71.7K 0.03% 170

Other funds holding UAL

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perigon Wealth Management's UAL Position: Q3 2026 in Review

Perigon Wealth Management increased its United Airlines (UAL) stake by 6.1% in Q3 2026, buying an estimated $36.9K and bringing the position to 5,478 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #804.

Perigon Wealth Management first reported a position in UAL in Q1 2016 and has held it in 18 quarters since. The position peaked at $1.16M in Q4 2024. 210 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

  • Perigon Wealth Management held 5,478 shares of United Airlines worth $608K as of Q3 2026.
  • Perigon Wealth Management bought 313 United Airlines shares in Q3 2026, an estimated $36.9K.
  • United Airlines made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #804 holding.
  • Perigon Wealth Management first reported a position in United Airlines in Q1 2016 and has held it in 18 quarters since.
  • Perigon Wealth Management's United Airlines position peaked at $1.16M in Q4 2024.
  • 210 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.